Civic Intelligence

Maitri Compassionate Care

990 • Fiscal year 2020 • EIN 94-3189198

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

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401 Duboce AvenueSan Francisco, CA 94117

(415) 558-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.31x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.35x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

65th percentile

14%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$73,399

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

77th percentile

27%

Faster asset growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

18%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,379,225

Up $723,804 (+27%) from 2019

Net Assets

Up

$2,319,462

Up $416,407 (+22%) from 2019

Liabilities

Up

$1,059,763

Up $307,397 (+41%) from 2019

Revenue

Up

$2,995,763

Up $457,022 (+18%) from 2019

Expenses

Up

$2,579,356

Up $23,805 (+0.9%) from 2019

Net Income

Up

$416,407

Up $433,217 (+2577%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,526,593Liabilities 2011: $476,844Net Assets 2011: $2,049,7492011Assets 2012: $2,478,885Liabilities 2012: $453,249Net Assets 2012: $2,025,6362012Assets 2013: $2,527,975Liabilities 2013: $497,217Net Assets 2013: $2,030,7582013Assets 2014: $2,540,621Liabilities 2014: $721,794Net Assets 2014: $1,818,8272014Assets 2015: $2,679,327Liabilities 2015: $687,184Net Assets 2015: $1,992,1432015Assets 2016: $2,998,914Liabilities 2016: $881,361Net Assets 2016: $2,117,5532016Assets 2017: $2,768,796Liabilities 2017: $727,518Net Assets 2017: $2,041,2782017Assets 2018: $2,802,487Liabilities 2018: $882,622Net Assets 2018: $1,919,8652018Assets 2019: $2,655,421Liabilities 2019: $752,366Net Assets 2019: $1,903,0552019Assets 2020: $3,379,225Liabilities 2020: $1,059,763Net Assets 2020: $2,319,4622020Assets 2021: $3,666,813Liabilities 2021: $1,013,620Net Assets 2021: $2,653,1932021Assets 2022: $3,725,551Liabilities 2022: $741,980Net Assets 2022: $2,983,5712022Assets 2023: $3,663,636Liabilities 2023: $748,027Net Assets 2023: $2,915,6092023Assets 2024: $3,654,586Liabilities 2024: $683,631Net Assets 2024: $2,970,9552024Assets 2025: $3,927,265Liabilities 2025: $910,826Net Assets 2025: $3,016,4392025

Highlighted filing

2020

Assets$3,379,225
Liabilities$1,059,763
Net Assets$2,319,462

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,606,508Expenses 2011: $2,520,274Net Income 2011: $86,2342011Revenue 2012: $2,358,923Expenses 2012: $2,383,036Net Income 2012: -$24,1132012Revenue 2013: $2,311,688Expenses 2013: $2,306,566Net Income 2013: $5,1222013Revenue 2014: $2,439,609Expenses 2014: $2,338,194Net Income 2014: $101,4152014Revenue 2015: $2,484,745Expenses 2015: $2,320,429Net Income 2015: $164,3162015Revenue 2016: $2,638,023Expenses 2016: $2,512,613Net Income 2016: $125,4102016Revenue 2017: $2,557,596Expenses 2017: $2,633,871Net Income 2017: -$76,2752017Revenue 2018: $2,463,884Expenses 2018: $2,585,297Net Income 2018: -$121,4132018Revenue 2019: $2,538,741Expenses 2019: $2,555,551Net Income 2019: -$16,8102019Revenue 2020: $2,995,763Expenses 2020: $2,579,356Net Income 2020: $416,4072020Revenue 2021: $2,716,020Expenses 2021: $2,382,289Net Income 2021: $333,7312021Revenue 2022: $2,844,841Expenses 2022: $2,514,463Net Income 2022: $330,3782022Revenue 2023: $2,702,950Expenses 2023: $2,773,583Net Income 2023: -$70,6332023Revenue 2024: $2,629,027Expenses 2024: $2,573,681Net Income 2024: $55,3462024Revenue 2025: $2,764,974Expenses 2025: $2,719,490Net Income 2025: $45,4842025

Highlighted filing

2020

Revenue$2,995,763
Expenses$2,579,356
Net Income$416,407
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.0
Gross Receipts
$3,192,639
Mission and Program Overview

Mission

No one should have to suffer or die alone. Maitri provides compassionate residential care to men and women with advanced aids in need of hospice or 24-hour care and cultivates the deepest respect and love for life among its residents and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,888,844$1,885,328▼ $3,516
Cash and Non-Interest-Bearing Accounts$19,679$1,026,592▲ $1,006,913
Savings and Temporary Cash Investments$336,615$237,343▼ $99,272
Pledges and Grants Receivable$286,017$143,389▼ $142,628
Prepaid Expenses and Deferred Charges$124,266$86,573▼ $37,693
Total Assets$2,655,421$3,379,225▲ $723,804
Liabilities
Mortgage Notes Payable Secured by Investment Property$452,660$428,615▼ $24,045
Unsecured Notes Loans Payable-$328,811-
Accounts Payable and Accrued Expenses$209,706$212,337▲ $2,631
Other Liabilities$90,000$90,000→ $0
Total Liabilities$752,366$1,059,763▲ $307,397
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,250,174$1,666,581▲ $416,407
Net Assets With Donor Restrictions$652,881$652,881→ $0
Total Net Assets Fund Balance$1,903,055$2,319,462▲ $416,407
Total Liabilities and Net Assets / Fund Balance$2,655,421$3,379,225▲ $723,804

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,680,328$1,709,675$3,390,003
Equipment-$224,377$224,377
Land$205,000-$205,000
Other Land Buildings-$113,656$113,656
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russell SmithExecutive DiFT$61,603$11,796$73,399

Board Members and Trustees

NameTitle
Jim KingPresident
Austin MillerDirector
Donna CummingsDirector
Eva Morales BoettcherDirector
Greg CummingsDirector
Omar AnsariDirector
Sameera RanaDirector
Justin RichardsonCFO
Mike NiemeyerFormer Presi
Patrick WilliamsSecretary
Ray LapointeTreasurer
Jane WongVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,776,307
Program Service Revenue
$69,022
Investment Income
$892
Other Revenue
$149,542
All Other Contributions
$714,005
Change in Net Assets
$416,407

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,995,763
Total Revenue per Audited Statements
$2,995,763
Total Revenue per Form 990
$2,995,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,676,081
Other Expenses$903,275
Total Fundraising Expense$184,345
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,229,988$47,658$94,677$1,372,323
Current Officers, Directors, Trustees, and Key Employees$149,939$5,857$11,547$167,343
Fees for Services Other$68,398$62,496$75$130,969
Payroll Taxes$114,845$4,622$8,743$128,210
All Other Expenses$8,419$14,075$3,237$25,731
Office Expenses-$1,076$18,610$19,686
Occupancy$10,022--$10,022
Other Employee Benefits$1,388$6,767$50$8,205
Insurance-$8,009-$8,009
Advertising--$6,591$6,591
Travel$776$871$3,963$5,610
Other Expenses$2,480$414$1,485$4,379
Total Functional Expenses$2,221,477$173,534$184,345$2,579,356

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,579,356
Total Expenses per Audited Statements$2,579,356
Total Expenses per Form 990$2,579,356
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,593
Fundraising Gross Income$1,650
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits Payable$90,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The cfo reviews the form 990 and ties out the figures and other financial and performance driven data as well as reads through all the questions and write-ups to ensure their accuracy. Any questions or concerns the cfo has are discussed with the executive director (ed) who also reviews the form 990. After the cfo and ed have completed their review, the bod finance committee then thoroughly reviews the draft 990 and votes to endorse.

Form 990, Page 6, Part VI, Line 12C

Maitri continuously monitors all business transactions, including payroll, accounts payable and other payments for potential conflicts of interest. This is done as part of the ongoing accounting duties as well as through the cfo and executive director. Personnel are also screened for potential conflicts as part of the hiring process. Each year, all employees receive a copy of the organization's conflict of interest policy and are required to sign a form to acknowledge receipt. The acknowledgement form is filed in the employees personnel file. In addition, the conflict of interest policy is stated in the board by-laws and board members are required to sign a statement at the end of each fiscal year affirming no conflicts of interest have occurred within the fiscal year.

Form 990, Page 6, Part VI, Line 15A

An hr consultant with expertise on the subject was hired to determine an appropriate salary range recommendation for every position at maitri in 2011. This same consultant has been hired to update the salary ranges at least every other year since, to ensure that maitri staff compensation remains competitive with the changing external marketplace. For the 2015 salary range update - like those before it - this determination was based on prevailing local market salaries for comparable positions using at least 2 independent local salary surveys as reference. The low end of the salary range is set at 25% level (meaning 3 out of 4 comparable positions outside of maitri earn more) and the maximum of the salary range is set at 75% level (meaning 2 out of 4 comparable positions outside of maitri earn less). Salary range studies have been done every two years since 2011. One was done in 2015 and then 2017. The 2015 study was used for the employee increases 1/3/2016 and 1/1/2017. More recently, online tools such as salary calculators and comparison by cities or job titles have been used as well as additional research to validate the reasonableness of key employees' compensation. Further, free salary guides from various local recruiting agencies and other compensation comparisons online using recruitment and executive job search websites are analyzed.

Form 990, Page 6, Part VI, Line 15B

Review of local market salaries for same or similar industry in the area as well as review of salary guides and online research. Salary amounts are presented to the bod for review and approval.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents and conflict of interest policy available upon request. The organization makes its financial available on its website.

Filing and Contact Details

Filer

Filer Name
Maitri Compassionate Care
EIN
94-3189198
Phone
4155583000
Address
401 DUBOCE AVENUE, SAN FRANCISCO, CA 94117

Signing Officer

Name
Russell Smith
Title
Executive Director
Phone
4155583001
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Smith
Formed
1987
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
55
Volunteers
35

Preparer

Firm
Grant Bennett Associates
Address
10850 GOLD CENTER DR STE 260, RANCHO CORDOVA, CA 95670-5143
Preparer
Michael R Marucheau
Phone
9169225109
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

No one should have to suffer or die alone. Maitri provides compassionate residential care to men and women with advanced aids in need of hospice or 24-hour care and cultivates the deepest respect and love for life among its residents and caregivers.

Form 990, Page 2, Part III, Line 4A

Nursing & attendant care: during fiscal year 2019-2020, maitri served a total of 32 (unduplicated) residents; there were 5 deaths and 17 discharges during this period. Dual and triply diagnosed marginally housed residents require residential medical care and safe sanitary indoor accommodations in order to successfully adhere to hiv and hep c drug therapies and regain health. In addition to hospice care, maitri provides 24-hour care for those with medical conditions that require short-term stabilization respite care and provides the subsequent support transitioning into a lower level of care program or independent living in the community. Nursing & attendant care (continued): nursing and attendant care staffing including certified nursing assistants and a licensed vocational nurse (supervised by a fulltime rn) are on-site 24 hours/day. The combination of increasingly effective antiretroviral medications and the intensive care at maitri has resulted in more of our residents living longer, healthier lives. Food & nutrition: in fiscal year 2019-2020 over 14,000 meals were served to 32 residents. Food and nutrition are critical components for the care that we provide. Maitri prepares three daily meals for 365 days per year with special attention paid to the nutritional requirements for hiv drug therapies, conditions specific to each resident, cultural and taste preferences, and the context of family and community in which the meals are presented. Social work case management: in fiscal year 2019-2020 one fulltime and two part-time social work case managers provided guidance to 32 residents with regard to accessing community resources and benefits, mental health services, and spiritual care, while working with their caregivers and loved one to provide respite and bereavement support. As fewer residents require hospice care, we are increasingly involved in collaborative efforts with other community service providers to assist those residents who became capable of leaving maitri and resuming a life independent of institutional care. Assisting our residents who are experiencing homelessness or who are unstably housed, in locating safe, affordable, permanent housing has become a difficult task added to the role of the social work case managers.

Financial Statement Notes

Schedule D, Page 3, Part X

Maitri is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and therefore has made no provisions for federal income taxes in the accompanying financial statements. The center is also exempt from state income taxes under section 23701(d) of the california revenue and taxation code. In addition, maitri has been determined by the internal revenue service not to be a private foundation within the meaning of section 509(a) of the internal revenue code. Management believes that the center has no uncertain tax positions as of june 30, 2020.

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IRS990/Desc0NURSING & ATTENDANT CARE: DURING FISCAL YEAR 2019-2020, MAITRI SERVED A TOTAL OF 32 (UNDUPLICATED) RESIDENTS; THERE WERE 5 DEATHS AND 17 DISCHARGES DURING THIS PERIOD. DUAL AND TRIPLY DIAGNOSED MARGINALLY HOUSED RESIDENTS REQUIRE RESIDENTIAL MEDICAL CARE AND SAFE SANITARY INDOOR ACCOMMODATIONS IN ORDER TO SUCCESSFULLY ADHERE TO HIV AND HEP C DRUG THERAPIES AND REGAIN HEALTH. IN ADDITION TO HOSPICE CARE, MAITRI PROVIDES 24-HOUR CARE FOR THOSE WITH MEDICAL CONDITIONS THAT REQUIRE SHORT-TERM STABILIZATION RESPITE CARE AND PROVIDES THE SUBSEQUENT SUPPORT TRANSITIONING INTO A LOWER LEVEL OF CARE PROGRAM OR INDEPENDENT LIVING IN THE COMMUNITY. NURSING & ATTENDANT CARE (CONTINUED): NURSING AND ATTENDANT CARE STAFFING INCLUDING CERTIFIED NURSING ASSISTANTS AND A LICENSED VOCATIONAL NURSE (SUPERVISED BY A FULLTIME RN) ARE ON-SITE 24 HOURS/DAY. THE COMBINATION OF INCREASINGLY EFFECTIVE ANTIRETROVIRAL MEDICATIONS AND THE INTENSIVE CARE AT MAITRI HAS RESULTED IN MORE OF OUR RESIDENTS LIVING LONGER, HEALTHIER LIVES. FOOD & NUTRITION: IN FISCAL YEAR 2019-2020 OVER 14,000 MEALS WERE SERVED TO 32 RESIDENTS. FOOD AND NUTRITION ARE CRITICAL COMPONENTS FOR THE CARE THAT WE PROVIDE. MAITRI PREPARES THREE DAILY MEALS FOR 365 DAYS PER YEAR WITH SPECIAL ATTENTION PAID TO THE NUTRITIONAL REQUIREMENTS FOR HIV DRUG THERAPIES, CONDITIONS SPECIFIC TO EACH RESIDENT, CULTURAL AND TASTE PREFERENCES, AND THE CONTEXT OF FAMILY AND COMMUNITY IN WHICH THE MEALS ARE PRESENTED. SOCIAL WORK CASE MANAGEMENT: IN FISCAL YEAR 2019-2020 ONE FULLTIME AND TWO PART-TIME SOCIAL WORK CASE MANAGERS PROVIDED GUIDANCE TO 32 RESIDENTS WITH REGARD TO ACCESSING COMMUNITY RESOURCES AND BENEFITS, MENTAL HEALTH SERVICES, AND SPIRITUAL CARE, WHILE WORKING WITH THEIR CAREGIVERS AND LOVED ONE TO PROVIDE RESPITE AND BEREAVEMENT SUPPORT. AS FEWER RESIDENTS REQUIRE HOSPICE CARE, WE ARE INCREASINGLY INVOLVED IN COLLABORATIVE EFFORTS WITH OTHER COMMUNITY SERVICE PROVIDERS TO ASSIST THOSE RESIDENTS WHO BECAME CAPABLE OF LEAVING MAITRI AND RESUMING A LIFE INDEPENDENT OF INSTITUTIONAL CARE. ASSISTING OUR RESIDENTS WHO ARE EXPERIENCING HOMELESSNESS OR WHO ARE UNSTABLY HOUSED, IN LOCATING SAFE, AFFORDABLE, PERMANENT HOUSING HAS BECOME A DIFFICULT TASK ADDED TO THE ROLE OF THE SOCIAL WORK CASE MANAGERS.
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IRS990/MissionDesc0NO ONE SHOULD HAVE TO SUFFER OR DIE ALONE. MAITRI PROVIDES COMPASSIONATE RESIDENTIAL CARE TO MEN AND WOMEN WITH ADVANCED AIDS IN NEED OF HOSPICE OR 24-HOUR CARE AND CULTIVATES THE DEEPEST RESPECT AND LOVE FOR LIFE AMONG ITS RESIDENTS AND CAREGIVERS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MAITRI IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISIONS FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CENTER IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, MAITRI HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE CENTER HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO ONE SHOULD HAVE TO SUFFER OR DIE ALONE. MAITRI PROVIDES COMPASSIONATE RESIDENTIAL CARE TO MEN AND WOMEN WITH ADVANCED AIDS IN NEED OF HOSPICE OR 24-HOUR CARE AND CULTIVATES THE DEEPEST RESPECT AND LOVE FOR LIFE AMONG ITS RESIDENTS AND CAREGIVERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NURSING & ATTENDANT CARE: DURING FISCAL YEAR 2019-2020, MAITRI SERVED A TOTAL OF 32 (UNDUPLICATED) RESIDENTS; THERE WERE 5 DEATHS AND 17 DISCHARGES DURING THIS PERIOD. DUAL AND TRIPLY DIAGNOSED MARGINALLY HOUSED RESIDENTS REQUIRE RESIDENTIAL MEDICAL CARE AND SAFE SANITARY INDOOR ACCOMMODATIONS IN ORDER TO SUCCESSFULLY ADHERE TO HIV AND HEP C DRUG THERAPIES AND REGAIN HEALTH. IN ADDITION TO HOSPICE CARE, MAITRI PROVIDES 24-HOUR CARE FOR THOSE WITH MEDICAL CONDITIONS THAT REQUIRE SHORT-TERM STABILIZATION RESPITE CARE AND PROVIDES THE SUBSEQUENT SUPPORT TRANSITIONING INTO A LOWER LEVEL OF CARE PROGRAM OR INDEPENDENT LIVING IN THE COMMUNITY. NURSING & ATTENDANT CARE (CONTINUED): NURSING AND ATTENDANT CARE STAFFING INCLUDING CERTIFIED NURSING ASSISTANTS AND A LICENSED VOCATIONAL NURSE (SUPERVISED BY A FULLTIME RN) ARE ON-SITE 24 HOURS/DAY. THE COMBINATION OF INCREASINGLY EFFECTIVE ANTIRETROVIRAL MEDICATIONS AND THE INTENSIVE CARE AT MAITRI HAS RESULTED IN MORE OF OUR RESIDENTS LIVING LONGER, HEALTHIER LIVES. FOOD & NUTRITION: IN FISCAL YEAR 2019-2020 OVER 14,000 MEALS WERE SERVED TO 32 RESIDENTS. FOOD AND NUTRITION ARE CRITICAL COMPONENTS FOR THE CARE THAT WE PROVIDE. MAITRI PREPARES THREE DAILY MEALS FOR 365 DAYS PER YEAR WITH SPECIAL ATTENTION PAID TO THE NUTRITIONAL REQUIREMENTS FOR HIV DRUG THERAPIES, CONDITIONS SPECIFIC TO EACH RESIDENT, CULTURAL AND TASTE PREFERENCES, AND THE CONTEXT OF FAMILY AND COMMUNITY IN WHICH THE MEALS ARE PRESENTED. SOCIAL WORK CASE MANAGEMENT: IN FISCAL YEAR 2019-2020 ONE FULLTIME AND TWO PART-TIME SOCIAL WORK CASE MANAGERS PROVIDED GUIDANCE TO 32 RESIDENTS WITH REGARD TO ACCESSING COMMUNITY RESOURCES AND BENEFITS, MENTAL HEALTH SERVICES, AND SPIRITUAL CARE, WHILE WORKING WITH THEIR CAREGIVERS AND LOVED ONE TO PROVIDE RESPITE AND BEREAVEMENT SUPPORT. AS FEWER RESIDENTS REQUIRE HOSPICE CARE, WE ARE INCREASINGLY INVOLVED IN COLLABORATIVE EFFORTS WITH OTHER COMMUNITY SERVICE PROVIDERS TO ASSIST THOSE RESIDENTS WHO BECAME CAPABLE OF LEAVING MAITRI AND RESUMING A LIFE INDEPENDENT OF INSTITUTIONAL CARE. ASSISTING OUR RESIDENTS WHO ARE EXPERIENCING HOMELESSNESS OR WHO ARE UNSTABLY HOUSED, IN LOCATING SAFE, AFFORDABLE, PERMANENT HOUSING HAS BECOME A DIFFICULT TASK ADDED TO THE ROLE OF THE SOCIAL WORK CASE MANAGERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CFO REVIEWS THE FORM 990 AND TIES OUT THE FIGURES AND OTHER FINANCIAL AND PERFORMANCE DRIVEN DATA AS WELL AS READS THROUGH ALL THE QUESTIONS AND WRITE-UPS TO ENSURE THEIR ACCURACY. ANY QUESTIONS OR CONCERNS THE CFO HAS ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR (ED) WHO ALSO REVIEWS THE FORM 990. AFTER THE CFO AND ED HAVE COMPLETED THEIR REVIEW, THE BOD FINANCE COMMITTEE THEN THOROUGHLY REVIEWS THE DRAFT 990 AND VOTES TO ENDORSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAITRI CONTINUOUSLY MONITORS ALL BUSINESS TRANSACTIONS, INCLUDING PAYROLL, ACCOUNTS PAYABLE AND OTHER PAYMENTS FOR POTENTIAL CONFLICTS OF INTEREST. THIS IS DONE AS PART OF THE ONGOING ACCOUNTING DUTIES AS WELL AS THROUGH THE CFO AND EXECUTIVE DIRECTOR. PERSONNEL ARE ALSO SCREENED FOR POTENTIAL CONFLICTS AS PART OF THE HIRING PROCESS. EACH YEAR, ALL EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO SIGN A FORM TO ACKNOWLEDGE RECEIPT. THE ACKNOWLEDGEMENT FORM IS FILED IN THE EMPLOYEES PERSONNEL FILE. IN ADDITION, THE CONFLICT OF INTEREST POLICY IS STATED IN THE BOARD BY-LAWS AND BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AT THE END OF EACH FISCAL YEAR AFFIRMING NO CONFLICTS OF INTEREST HAVE OCCURRED WITHIN THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AN HR CONSULTANT WITH EXPERTISE ON THE SUBJECT WAS HIRED TO DETERMINE AN APPROPRIATE SALARY RANGE RECOMMENDATION FOR EVERY POSITION AT MAITRI IN 2011. THIS SAME CONSULTANT HAS BEEN HIRED TO UPDATE THE SALARY RANGES AT LEAST EVERY OTHER YEAR SINCE, TO ENSURE THAT MAITRI STAFF COMPENSATION REMAINS COMPETITIVE WITH THE CHANGING EXTERNAL MARKETPLACE. FOR THE 2015 SALARY RANGE UPDATE - LIKE THOSE BEFORE IT - THIS DETERMINATION WAS BASED ON PREVAILING LOCAL MARKET SALARIES FOR COMPARABLE POSITIONS USING AT LEAST 2 INDEPENDENT LOCAL SALARY SURVEYS AS REFERENCE. THE LOW END OF THE SALARY RANGE IS SET AT 25% LEVEL (MEANING 3 OUT OF 4 COMPARABLE POSITIONS OUTSIDE OF MAITRI EARN MORE) AND THE MAXIMUM OF THE SALARY RANGE IS SET AT 75% LEVEL (MEANING 2 OUT OF 4 COMPARABLE POSITIONS OUTSIDE OF MAITRI EARN LESS). SALARY RANGE STUDIES HAVE BEEN DONE EVERY TWO YEARS SINCE 2011. ONE WAS DONE IN 2015 AND THEN 2017. THE 2015 STUDY WAS USED FOR THE EMPLOYEE INCREASES 1/3/2016 AND 1/1/2017. MORE RECENTLY, ONLINE TOOLS SUCH AS SALARY CALCULATORS AND COMPARISON BY CITIES OR JOB TITLES HAVE BEEN USED AS WELL AS ADDITIONAL RESEARCH TO VALIDATE THE REASONABLENESS OF KEY EMPLOYEES' COMPENSATION. FURTHER, FREE SALARY GUIDES FROM VARIOUS LOCAL RECRUITING AGENCIES AND OTHER COMPENSATION COMPARISONS ONLINE USING RECRUITMENT AND EXECUTIVE JOB SEARCH WEBSITES ARE ANALYZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEW OF LOCAL MARKET SALARIES FOR SAME OR SIMILAR INDUSTRY IN THE AREA AS WELL AS REVIEW OF SALARY GUIDES AND ONLINE RESEARCH. SALARY AMOUNTS ARE PRESENTED TO THE BOD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ORGANIZATION MAKES ITS FINANCIAL AVAILABLE ON ITS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.91$3.02$2.76$2.72$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.68$2.97$2.63$2.57$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.75$2.92$2.70$2.77$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.74$2.98$2.84$2.51$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$1.01$2.65$2.72$2.38$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.38$1.06$2.32$3.00$2.58$0.42
2019Summary only. Only limited summary data is available for this year.$2.66$0.75$1.90$2.54$2.56$0.02
2018Summary only. Only limited summary data is available for this year.$2.80$0.88$1.92$2.46$2.59$0.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.73$2.04$2.56$2.63$0.08
2016Summary only. Only limited summary data is available for this year.$3.00$0.88$2.12$2.64$2.51$0.13
2015Summary only. Only limited summary data is available for this year.$2.68$0.69$1.99$2.48$2.32$0.16
2014Summary only. Only limited summary data is available for this year.$2.54$0.72$1.82$2.44$2.34$0.10
2013Summary only. Only limited summary data is available for this year.$2.53$0.50$2.03$2.31$2.31$0.01
2012Summary only. Only limited summary data is available for this year.$2.48$0.45$2.03$2.36$2.38$0.02
2011Summary only. Only limited summary data is available for this year.$2.53$0.48$2.05$2.61$2.52$0.09